+310.6%
BE vs XLI
+14.8%
+295.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.3% | -2.0% |
| 7D | +9.7% | -2.3% | +12.0% | +16.9% |
| 30D | +22.4% | -8.2% | +30.5% | +54.7% |
| 3M | +10.4% | +0.8% | +9.6% | +11.9% |
| 6M | +67.9% | +0.8% | +67.0% | +71.9% |
| YTD | +197.5% | +10.5% | +187.0% | +112.0% |
| 1Y | +310.6% | +14.1% | +296.4% | +174.6% |
| All | +310.6% | +14.8% | +295.8% | +174.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded XLI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling